Crescent Grove Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Crescent Grove Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-69,200	Closed	-$32K	–	158
2017 Q4	$32K	Buy	+69,200	New	+$2.17M	0.01%	141

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crescent Grove Advisors's XLK Position: Q2 2026 in Review

Crescent Grove Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 31% in Q2 2026, selling an estimated $176K and leaving 2,336 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #196.

Crescent Grove Advisors first reported a position in XLK in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.72M in Q4 2021. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Crescent Grove Advisors held 2,336 shares of State Street Technology Select Sector SPDR ETF worth $445K as of Q2 2026.
Crescent Grove Advisors sold 1,031 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $176K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q2 2026, its #196 holding.
Crescent Grove Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 18 quarters since.
Crescent Grove Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.72M in Q4 2021.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.